

#8391
Mentioned in 6 episodes
Capital Wars
Book • 2014
Mentioned by
Mentioned in 6 episodes
Mentioned by
Michael Howell as a book where he details his views on global liquidity and its impact on the world economy.


70 snips
From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond
Mentioned by
Michael Howell as a book he wrote four or five years ago, largely about the relationship between the US and China.


57 snips
Michael Howell: Peaking Liquidity Suggests A Flat To Down Year Ahead For Stocks
Mentioned by
Michael Howell as a resource detailing his methodology on liquidity and providing relevant data.


Financial Liquidity Expert: “We are not risk off yet, but there are major headwinds for 2025”
Recommended for people who are interested in liquidity as a concept and want to understand liquidity indices.

Bond Market Is Blowing Up, But No One’s Telling You Why! | Nik Bhatia
Mentioned by David Skilling as the title of a recent publication about structural changes to cross-border capital inflows.

Kopi Time E155 - Capital Wars with Dr. David Skilling